What are the responsibilities and job description for the Customer Service/Retention Specialist position at Allstate Insurance?
Job Description
Job Description
If you enjoy helping others and are a compassionate, customer-focused individual, then apply to our Cerritos insurance agency today! Our reputable, award winning insurance agency of 35 years is looking for an exceptional insurance personal lines customer service representative to join our team.
We are a high pace office so your day will go by quickly. At Allstate Insurance we pride ourselves on our outstanding insurance products and customer service.
Benefits
Annual Base Salary Commission Bonus Opportunities
Evenings Off
Mon-Fri Schedule
Hands on Training
Retirement Plan
Health Insurance Allowance
Paid Time Off (PTO)
Responsibilities
- Process customer policy change requests.
- Understand billing and retention processes
- Call current customers regarding payment issues
- Call customers to discuss policy chnges
- Secure all Trailing Documents from customers.
- Handle all incoming claim calls from customers.
- Complete Evidence of Insurance requests.
- Document each customer contact in eAgent.
- Take premium payments from customers.
- Ask each customer for referrals and explain our referral program.
- Treat each customer contact as a cross and up-sell opportunity including financial products.
- Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
- Answer incoming phone calls on the first ring.
- Return all phone messages promptly.
- Thoroughly understand and follow all underwriting, rating and compliance requirements.
- Maintain knowledge of new products.
- Provide exceptional customer service.
- Maintain client relationships with follow up phone calls.
- Informs customers of promotions and new or upgraded products using prepared scripts.
- Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
- Provide customers with additional information about new products and services.
- Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
- Assess and identify the wants and needs of your customer(s) over the phone
- Uphold the wants and needs of your customers
- Educate clients on the insurance policies that best suit their needs
- Provide policies to new clients and explain benefits / risks of the policy
Requirements
- Bilingual (Spanish) preferred but not required.
- Personal Lines or Property and Casualty license
- The ability to multitask and understand complex billing issues.
- Phone skills and the ability take care of our valuable customers.
Agency operates as CFJ Insurance Agency, Inc. and represents Allstate Insurance.
Salary : $37,000 - $75,000
